Donna has more than 20 years of experience providing comprehensive wealth management services to owners of privately held businesses, officers of publicly held companies, artists, athletes and beneficiaries of family wealth. She believes in serving each client holistically, focusing on their tax, investment, financial and estate planning with coordinated effort and attention. By cultivating close relationships with her clients, she gains a deep appreciation of their financial objectives, and then offers counsel on how to achieve them—tailoring solutions to each client’s specific needs.
Donna volunteers her time and knowledge to promote financial literacy in the community through Big Brothers Big Sisters of America.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS